Retirement Plan Consultant (Plan Transitions & New Business)

_An in-office, three-day-a-week hybrid schedule for a candidate local to one of our offices is preferred. A candidate who is not geographically_
_close to one of our locations can be considered for fully remote work if this candidate has retirement plan onboarding expertise._

**Essential Duties and Responsibilities**

• Manage a select group of retirement plan conversions

• Responsible for all aspects of plan conversions

• Drafting participant notices and service agreements

• Perform project tasks independently, and direct the efforts of others

• Anticipate client needs and formulate solutions to client issues

• Prepare and review deliverables for accuracy and quality

• Plan and participate in client conversion meetings

• Manage own personal and professional development; seek opportunities for professional growth and expansion of con...

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